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ETF comparison

SCHB vs SPYM

US Total Market vs US Large Cap.

Schwab U.S. Broad Market ETF · State Street SPDR Portfolio S&P 500 ETF

Holdings overlap

Weighted by ISIN/CUSIP
86.2 %

499 positions appear in both funds. Buying equal dollars of SCHB and SPYM would leave roughly 86.2% of each dollar exposed to the same underlying securities.

SCHB unmatched 13.7% Shared 86.2% SPYM unmatched 13.7%

Unmatched is the part of a fund's weight the other fund doesn't match: names only it holds, plus any extra weight it puts in names both funds hold.

In SCHB only
1,873 positions
Shared
499 positions
In SPYM only
7 positions

Side by side

SCHB

Schwab U.S. Broad Market ETF

Schwab · US Total Market

91 composite / 100
Expense ratio
0.030%
Net assets
$44.23B
TTM yield
1.06%
Top-10 conc.
33.7%
SPYM

State Street SPDR Portfolio S&P 500 ETF

State Street · US Large Cap

91 composite / 100
Expense ratio
0.020%
Net assets
$181.85B
TTM yield
1.03%
Top-10 conc.
36.4%

Sub-score comparison

97
Cost
98
88
Tax efficiency
88
100
Liquidity
100
66
Concentration
62
—
Tracking quality
—
SCHB sub-score SPYM

Tracking quality isn't part of the composite — see what we don't score for why.

Cost difference

SPYM is 1 bps cheaper than SCHB. On a $100,000 position that's about $10/yr more in fees for SCHB.

Fee figure is the annual expense charged on $100,000. To see how the gap compounds over a multi-decade holding period, open the cost calculator pre-filled with SCHB vs SPYM.

Top shared holdings

499 shared in total
# Holding In SCHB In SPYM Overlap
1 NVIDIA Corp 7.20% 7.51% 7.20%
2 Apple Inc 6.27% 6.59% 6.27%
3 Microsoft Corp 5.08% 4.29% 4.29%
4 Amazon.com Inc 3.42% 3.62% 3.42%
5 Alphabet Inc 2.68% 3.25% 2.68%
6 Broadcom Inc 2.36% 2.77% 2.36%
7 Alphabet Inc 2.13% 2.59% 2.13%
8 Meta Platforms Inc 1.69% 1.92% 1.69%
9 Micron Technology Inc 1.46% 2.02% 1.46%
10 Tesla Inc 1.39% 1.83% 1.39%
11 JPMorgan Chase & Co 1.28% 1.36% 1.28%
12 Berkshire Hathaway Inc 1.24% 1.42% 1.24%

Only in SCHB

1,873 total
  • ExxonMobil Holdings Corp 0.90%
  • Snowflake Inc 0.15%
  • Cloudflare Inc 0.13%
  • Space Exploration Technologies Corp 0.11%
  • Cheniere Energy Inc 0.08%
  • Bloom Energy Corp 0.07%
  • Natera Inc 0.06%
  • Strategy Inc 0.06%
  • Ferguson Enterprises Inc 0.06%
  • Revolution Medicines Inc 0.06%

Only in SPYM

7 total
  • Exxon Mobil Corp 0.88%
  • Electronic Arts Inc 0.07%
  • AvalonBay Communities Inc 0.04%
  • Fox Corp 0.01%
  • News Corp 0.01%
  • CONTRA HOLOGIC INCORPO 0.00%
  • CONTRA WALGREENS BOOTS 0.00%

Percentages are holdings overlap with the named fund.

Open SCHB or SPYM at a brokerage

Both funds trade commission-free at major US brokerages.

Affiliate links — opening an account through these earns PlainIndex a one-time referral. Scoring is computed before any affiliate consideration; see our methodology and funding disclosure.

Holdings overlap is the sum of min(weight_a, weight_b) over positions matched on ISIN (CUSIP fallback). Methodology: see /methodology/.

Comparing two funds doesn't endorse swapping one for the other. Tax-lot history, account type, and personal goals matter — PlainIndex publishes data and methodology, not investment advice.